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Library and Information Services

SOUTH AFRICAN
HIGHER EDUCATION
LIBRARY MERGERS:
WHAT DID THEY ACHIEVE?
15th LIASA Conference
10 October 2013
“Merger policy is seldom merger practice”

Vivian Agyei

Jonathan Jansen
ORDER OF PRESENTATION
• Goals for higher education institutional mergers
• General perceptions on mergers
• Aim of the study
• Approach
• Limitations of the study
• Findings
• Conclusions
• Recommendations
Library and Information Services
An increase in
training and
development of
higher
education staff

An increased
contribution
to the
solution of
social
problems

Improved
use of
financial
and human
resources

GOALS
FOR THE HE

A better
standard
of higher
education

INSTITUTIONAL
MERGERS

Increase
d student
access

Curriculum
restructurin
g

Improved
administrativ
e governance
of higher
education
institutions

Library and Information Services
GENERAL PERCEPTIONS
ON MERGERS
Traumatic
Government does not follow-up on
implementation of employment equity
Government does not follow up on the
cost of mergers
Government does not follow up on
utilisation of resources
Mergers failed
Library and Information Services
AIM OF THE STUDY
To assess the success of the
mergers in creating efficient
university of technology
libraries out of the former
technikon libraries w.r.t.
provision ofo

Infrastructure
Financial

Library and Information Services
(1)
Questionnaire
(5)
Surveyed
areas

(2)

APPROACH

Survey
Monke
y

(3)
(4)
Obtain data

Focus on SA
UoTs formed
from mergers
Library and Information Services
LIMITATIONS OF THE
STUDY
Small and targeted sample

Not aimed at all staff of the said libraries

The views of the directors may differ
significantly from those of their staff

Some of the directors may or may have not
been in the former technikons
Library and Information Services
…./ 2 Limitations of the study

Some of the directors may be for or against
the mergers
Survey may not cover the full extent of areas
surveyed in the libraries
Responses were interpreted at face value

Library and Information Services
FINDINGS
All the libraries surveyed report to academic environments
They have campus/branch libraries ranging in number from
6 to 13
Numbers of students served range from 25,000 to 55,000
All the libraries view UoTs as more demanding
of LIS than technikons
they are universities
they conduct research as a KPA
Library and Information Services
66% indicated
that the
design and
population of
their current
organisational
structures
were based on
job retention
for then
existing staff –
thus ignoring
matching
skills with
jobs or needs

Human resources
Only 34% of
those
surveyed
analysed
needs per
campus to
determine
staffing

All met
employment
equity targets

…./ 2 findings
Staff morale
in 66% of the
libraries was
low
• High rates
of
personnel
turnover
• Jobhopping
• Complaints

Library and Information Services
…./ 3 findings
Human resources
Staff morale in 34% of
the libraries was high
o Taking advantage of
new opportunities
and
o Personal growth
from diverse
cultures

66% of the libraries
were working on realigning
organisational
structures with
institutional
objectives

Library and Information Services
Financial
resources

COLLECTIO
NS OF
INFORMATI
ON
RESOURCE
S

…./ 4 findings

Funding for library collections
increased since the merger in 66% of
those surveyed

For some, funding stagnated in the
past few years
Library and Information Services
Financial
COLLECTIO resources

…./ 5 findings

NS OF
INFORMATI
ON
RESOURCE
S

All the libraries allocated 60% of
the budgets to development of
e-resource collections, and
40% to print

Library and Information Services
…./ 6 findings
Financial resources

OPERATION
AL
BUDGETS

66% of the libraries were not satisfied
with budgets received:
o No formula for allocations
o Expressed needs not provided for
o Allocations had been decreasing
by the year
34% were satisfied with the budget
allocated.
Library and Information Services
…./ 7 findings
Financial resources

LIBRARY
DEVELOPME
NT

66% of the respondents had not
received funding specifically for library
development since the merger

However, all the libraries had seen
development in one or more of
o integration of information literacy
training into curricula
o statistics collection and analysis
Library and Information Services
…./ 8 findings
Financial resources
Library development

LIBRARY
DEVELOPME
NT

o establishment of an institutional
repository
o library e-learning for staff
o setting up of e-tutorials
o focused staff development and training
o alignment of library services with
university goals
o postgraduate service with librarians
especially for the purpose
Library and Information Services
…./ 9 findings

Infrastructure
34% had realised an extension of a library and its
renovation into a modern academic library
66% of the libraries had not realised any improvement in
infrastructure since the merger
None of the libraries perceived existing infrastructure as
adequate.

Library and Information Services
…./ 9 findings

Whether library mergers enhanced the
efficiency of library services
66% of the participants answered in the
affirmative
* More diverse collections
* A diverse skills base
* The library is regarded by the
institution as a strategic partner in
teaching, learning and research
* “We do things smarter and better”

For 34%, there was
misalignment between
resourcing the libraries
and the expectation of
fulfilling objectives

Library and Information Services
CONCLUSION

Only 34% of those surveyed
has seen improvement in
the provision of human and
financial resources since the
merger

There has not been
improvement in the
provision of human or
financial resources to 66%
of the libraries since the
merger

None of the surveyed
libraries had seen
improvement in the
infrastructure

Library and Information Services
CONCLUSION
The majority of the libraries plan to re-engineer
their environments to
o
o

Better align organisational structures,
services and
human resources deployment with

the demands of provision of service to a
university of technology
Library and Information Services
RECOMMENDATIONS

Institutions should include libraries in their
submissions for infrastructure for research
support
With respect to research support, the government
expects institutions to have appropriate ‘research
infrastructure in terms of library holdings’ (CEPD
2001: 68). They acknowledge that building
research capacity and infrastructure may take
time and depends on availability of resources.

Library and Information Services
…/2 Recommendations

Institutions should include libraries in their
submissions for redress projects; e.g. IEF grants
Government acknowledged that successful
implementation of the National Plan for Higher
Education was dependent on securing adequate
funding for restructuring and re-engineering, in
particular, for redress purposes.

Library and Information Services
…/3 Recommendations

Government should introduce mechanisms to ensure
alignment of resource provision to institutions with their set
outcomes. Otherwise, mergers will continue to be perceived
as a stumbling block to development in higher education
rather than an enabler that they were meant to be.

Libraries must not let up on trying to get support for
improved funding, re-engineering and infrastructure
development
Library and Information Services
“Merger policy is seldom merger practice”
Jonathan Jansen

Questions/Comments?
agyeimv@tut.ac.za

Library and Information Services

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SA Higher Education Library Mergers - Vivian Agyei

  • 1. Library and Information Services SOUTH AFRICAN HIGHER EDUCATION LIBRARY MERGERS: WHAT DID THEY ACHIEVE? 15th LIASA Conference 10 October 2013 “Merger policy is seldom merger practice” Vivian Agyei Jonathan Jansen
  • 2. ORDER OF PRESENTATION • Goals for higher education institutional mergers • General perceptions on mergers • Aim of the study • Approach • Limitations of the study • Findings • Conclusions • Recommendations Library and Information Services
  • 3. An increase in training and development of higher education staff An increased contribution to the solution of social problems Improved use of financial and human resources GOALS FOR THE HE A better standard of higher education INSTITUTIONAL MERGERS Increase d student access Curriculum restructurin g Improved administrativ e governance of higher education institutions Library and Information Services
  • 4. GENERAL PERCEPTIONS ON MERGERS Traumatic Government does not follow-up on implementation of employment equity Government does not follow up on the cost of mergers Government does not follow up on utilisation of resources Mergers failed Library and Information Services
  • 5. AIM OF THE STUDY To assess the success of the mergers in creating efficient university of technology libraries out of the former technikon libraries w.r.t. provision ofo Infrastructure Financial Library and Information Services
  • 6. (1) Questionnaire (5) Surveyed areas (2) APPROACH Survey Monke y (3) (4) Obtain data Focus on SA UoTs formed from mergers Library and Information Services
  • 7. LIMITATIONS OF THE STUDY Small and targeted sample Not aimed at all staff of the said libraries The views of the directors may differ significantly from those of their staff Some of the directors may or may have not been in the former technikons Library and Information Services
  • 8. …./ 2 Limitations of the study Some of the directors may be for or against the mergers Survey may not cover the full extent of areas surveyed in the libraries Responses were interpreted at face value Library and Information Services
  • 9. FINDINGS All the libraries surveyed report to academic environments They have campus/branch libraries ranging in number from 6 to 13 Numbers of students served range from 25,000 to 55,000 All the libraries view UoTs as more demanding of LIS than technikons they are universities they conduct research as a KPA Library and Information Services
  • 10. 66% indicated that the design and population of their current organisational structures were based on job retention for then existing staff – thus ignoring matching skills with jobs or needs Human resources Only 34% of those surveyed analysed needs per campus to determine staffing All met employment equity targets …./ 2 findings Staff morale in 66% of the libraries was low • High rates of personnel turnover • Jobhopping • Complaints Library and Information Services
  • 11. …./ 3 findings Human resources Staff morale in 34% of the libraries was high o Taking advantage of new opportunities and o Personal growth from diverse cultures 66% of the libraries were working on realigning organisational structures with institutional objectives Library and Information Services
  • 12. Financial resources COLLECTIO NS OF INFORMATI ON RESOURCE S …./ 4 findings Funding for library collections increased since the merger in 66% of those surveyed For some, funding stagnated in the past few years Library and Information Services
  • 13. Financial COLLECTIO resources …./ 5 findings NS OF INFORMATI ON RESOURCE S All the libraries allocated 60% of the budgets to development of e-resource collections, and 40% to print Library and Information Services
  • 14. …./ 6 findings Financial resources OPERATION AL BUDGETS 66% of the libraries were not satisfied with budgets received: o No formula for allocations o Expressed needs not provided for o Allocations had been decreasing by the year 34% were satisfied with the budget allocated. Library and Information Services
  • 15. …./ 7 findings Financial resources LIBRARY DEVELOPME NT 66% of the respondents had not received funding specifically for library development since the merger However, all the libraries had seen development in one or more of o integration of information literacy training into curricula o statistics collection and analysis Library and Information Services
  • 16. …./ 8 findings Financial resources Library development LIBRARY DEVELOPME NT o establishment of an institutional repository o library e-learning for staff o setting up of e-tutorials o focused staff development and training o alignment of library services with university goals o postgraduate service with librarians especially for the purpose Library and Information Services
  • 17. …./ 9 findings Infrastructure 34% had realised an extension of a library and its renovation into a modern academic library 66% of the libraries had not realised any improvement in infrastructure since the merger None of the libraries perceived existing infrastructure as adequate. Library and Information Services
  • 18. …./ 9 findings Whether library mergers enhanced the efficiency of library services 66% of the participants answered in the affirmative * More diverse collections * A diverse skills base * The library is regarded by the institution as a strategic partner in teaching, learning and research * “We do things smarter and better” For 34%, there was misalignment between resourcing the libraries and the expectation of fulfilling objectives Library and Information Services
  • 19. CONCLUSION Only 34% of those surveyed has seen improvement in the provision of human and financial resources since the merger There has not been improvement in the provision of human or financial resources to 66% of the libraries since the merger None of the surveyed libraries had seen improvement in the infrastructure Library and Information Services
  • 20. CONCLUSION The majority of the libraries plan to re-engineer their environments to o o Better align organisational structures, services and human resources deployment with the demands of provision of service to a university of technology Library and Information Services
  • 21. RECOMMENDATIONS Institutions should include libraries in their submissions for infrastructure for research support With respect to research support, the government expects institutions to have appropriate ‘research infrastructure in terms of library holdings’ (CEPD 2001: 68). They acknowledge that building research capacity and infrastructure may take time and depends on availability of resources. Library and Information Services
  • 22. …/2 Recommendations Institutions should include libraries in their submissions for redress projects; e.g. IEF grants Government acknowledged that successful implementation of the National Plan for Higher Education was dependent on securing adequate funding for restructuring and re-engineering, in particular, for redress purposes. Library and Information Services
  • 23. …/3 Recommendations Government should introduce mechanisms to ensure alignment of resource provision to institutions with their set outcomes. Otherwise, mergers will continue to be perceived as a stumbling block to development in higher education rather than an enabler that they were meant to be. Libraries must not let up on trying to get support for improved funding, re-engineering and infrastructure development Library and Information Services
  • 24. “Merger policy is seldom merger practice” Jonathan Jansen Questions/Comments? agyeimv@tut.ac.za Library and Information Services